BRBR's bounce fully unwound this cycle — RSI fell from 64.1 to 48.8 and its 30-day reading flipped from +10.34% to -7.19%, with its thesis still rated broken. CROX cooled hard from its near-high extension (RSI 60.9 to 48.1) while its uptrend tag held, and DPZ eased off a near-overbought reading it never converted into a regime upgrade. TSLA is the lone continuing worry in the book, still tagged collapse with its thesis rated intact even as RSI ticked up slightly to 31.9.

Data as-of the 2026-07-31 close for all eight names — a full, fresh pull, no staleness this cycle. Prior scan: 2026-07-28-cultural-thesis (data as-of the 2026-07-28 close).

BRBR's bounce, which had reaccelerated last cycle even against its broken-thesis rating, fully unwound this time: RSI fell from 64.1 to 48.8 and its 30-day return flipped from +10.34% to -7.19%, with a -5.78% single-day drop in the mix. CROX cooled meaningfully from its near-high extension, RSI falling from 60.9 to 48.1 and its 30-day gain decelerating to +3.09% from +8.47%, though its uptrend regime held and its distance from its 52-week high widened only to -8.84%. DPZ eased off the near-overbought read flagged last cycle — RSI down from 68.7 to 62.4, its 30-day gain decelerating to +14.22% from +19.19% — but its regime never lifted past downtrend despite that strength, so the price-versus-label disconnect from last cycle simply faded rather than resolved either way. LULU held its regime at downtrend for a second cycle after last cycle's upgrade out of collapse, cooling slightly (RSI 55.2 to 52.6) with its 30-day gain decelerating to +2.12% from +5.28%. NKE reversed direction, RSI falling from 50.4 to 43.9 and its 30-day return flipping negative to -3.14% from +3.78%. HIMS's RSI held almost flat (41.7 to 41.5) even as its 30-day loss deepened sharply to -26.08% from -12.19%. SBUX quietly extended, RSI climbing from 47.4 to 54.2 with its 30-day return flipping positive to +1.8% and its distance from its 52-week high tightening to -3.64%. TSLA remains the one name in the book still tagged collapse with its thesis rated intact — RSI ticked up slightly to 31.9 from 27.4, but its 30-day loss deepened further to -26.83% from -25.35%, continuing the deterioration flagged over the past several cycles.

• BRBR: RSI 64.1 → 48.8, thesis still rated broken; 30-day flipped from +10.34% to -7.19% — the bounce fully unwound.
• CROX: RSI 60.9 → 48.1, regime held uptrend; 30-day decelerated to +3.09% (was +8.47%); -8.84% from high (was -3.19%).
• DPZ: RSI 68.7 → 62.4, regime still downtrend; 30-day decelerated to +14.22% (was +19.19%); -25.92% from high (was -26.53%).
• LULU: RSI 55.2 → 52.6, regime held downtrend (second cycle after last cycle's upgrade from collapse); 30-day decelerated to +2.12% (was +5.28%).
• NKE: RSI 50.4 → 43.9; 30-day flipped negative to -3.14% (was +3.78%); regime unchanged at downtrend.
• HIMS: RSI roughly flat 41.7 → 41.5; 30-day deepened sharply to -26.08% (was -12.19%); -58.05% from high (was -58.37%).
• SBUX: RSI 47.4 → 54.2; 30-day flipped positive to +1.8% (was -0.92%); -3.64% from high (was -5.61%); regime holds basing.
• TSLA: RSI 27.4 → 31.9, still oversold, regime still collapse, thesis still intact; 30-day deepened to -26.83% (was -25.35%).

A regime upgrade or downgrade carries more weight than a single week's RSI move. BRBR's price fully reversed this cycle, but its regime label held at downtrend both before and after — the thesis-broken rating never changed, so the reversal confirms rather than contradicts that call. DPZ's cooling off a near-overbought read that never earned a regime upgrade is a disconnect resolving itself by fading, not by the label catching up. TSLA's continued deterioration — a fifth-plus straight cycle of 30-day losses inside a collapse tag with the thesis still rated intact — remains the clearest standing tension in this book.

Tier A — Strongest structure (uptrend/basing), cooling from an extension: CROX (uptrend, cooled sharply this cycle), SBUX (basing, quietly extending).

Tier B — Extending, regime lagging price: DPZ (RSI eased off a near-overbought reading it never converted to an upgrade).

Tier C — Repair holding, decelerating: LULU (still downtrend, second cycle since its upgrade out of collapse).

Tier D — Reversal: BRBR (thesis still broken, bounce fully unwound this cycle).

Tier E — Improving/mixed, still depressed: NKE (reversed negative), HIMS (RSI flat, monthly loss deepened sharply).

Tier F — Continuing deterioration: TSLA (still collapse, thesis intact, monthly loss deepening again).

None of the eight names read as a clean fresh entry this cycle. CROX and SBUX remain the steadiest holds, though CROX cooled off its highs. DPZ's RSI eased back from near-overbought without ever earning a regime upgrade — a disconnect that faded rather than resolved. LULU's regime upgrade from last cycle is holding into a second cycle but is decelerating. BRBR's bounce is gone and its thesis stays rated broken. TSLA's RSI (31.9) sits inside a still-collapse regime with a deepening 30-day loss and the thesis rated intact — the same disagreement flagged last cycle, still unresolved.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — cultural-thesis.